Consumer, Retail and Leisure
Brand strength, customer loyalty, trend attachment/drivers, channel management and performance, product mix and price management are critical matters for assets in the consumer, retail, and leisure sectors.
Whether you are investing in a car wash business, a fitness platform, CPG sales services, branded consumer products, contract manufacturing, specialty ingredients, commercial due diligence utilizing voice of “customer” (and consumer, retailer, partner, trainer, etc.) research is key - along with custom quant studies and leveraging available purchasing data and consumer behavior patterns.
Channel health, consumer preference, understanding "the job" consumers are hiring a product for, pricing, cross-selling, and drivers of choice leading to increased repeat customers will be important inputs to your investment thesis—trends rise and die quickly within consumer, and the sell-side will often claim trends alignments for a business that prove illusory or superficial.
Matters Graph has extensive experience in the consumer, retail, and leisure space across various subsectors and business models. Our consumer work is rigorous and quantitative: intersecting POS analysis with layered consumer surveys. For data-ready management teams (and investors), Matters Graph implements advanced data science tools in support of strategic analyses—marrying advanced quantitative analysis with practical actionable recommendations. We have tackled everything from a vast array of categories in CPG to destination resorts to wholesale grocery distribution to consumer tech and everything in between.
Recent Matters Graph Consumer, Retail and Leisure projects include (for details on Matters Graph diligence exercises that are covered by PitchBook, click on the PitchBook
icons below to view deal details):
Leisure & Entertainment
- Casual and fine dining restaurant developer and operator
- Car rental platforms
- Centralized reservation data services
- Concert music industry
- Destination golf courses
- Destination ski resorts
- Entertainment production services – TV, film, live music, corporate events
- Fine dining restaurant platform
- Fitness studio platforms
- Health, wellness, and fitness facilities
- Hospitality ERP systems and property management systems
- Hotels and resorts

- Luxury domestic resorts and spas
- Luxury international resorts and spas
- Marinas
- Near airport parking services
- Primary and secondary event ticket exchange
- Residential services
- Restaurants
- Spa national franchising
- Vacation home rentals
- Video gaming terminals (VGT)

Food & Beverage
- Beverage co-packing

- Branded juice and smoothie beverages
- Bread and bakery products
- Confectionary and snacks
- Contract manufacturer (and Innovation Provider) for household and personal goods
- Dairy milk

- Flavored malt beverage
- Functional beverages

- Grocery
- Hamburger patty and chicken nugget grinding, forming, and slicing
- Limited service restaurant (LSR) franchisor
- Luxury chocolate and confectionary
- Non-alcoholic beverages
- Nutrition
- Premium wine
- Processed meats
- Ready-to-eat dips and sauces
- Specialty alcohols

- Vertically-farmed salad & produce
Retail & Consumer Goods Distribution
- Automotive sales and marketing software
- Convenience retail
- Electrical appliance retail
- Food and beverage retail
- Footwear (specialty)
- Franchise retail
- Last mile logistics and delivery services
- Natural insect and pest control household products
- Paint and finishes dealers and retailing
- Pet products
- Wholesale grocery distribution
MarTech, Data Services, & Advisory
- Billing and payments systems
- Big data, analytics and insight delivered to CPG manufactures, retail, OTC healthcare and media
- CPG sales and marketing services

- Consumer goods POS data and analytics
- Consumer & discretionary health
- Contract innovation and manufacturing services
- Event planning software
- In line printing and packaging
- Third party in-store sales and marketing
Consumer Durables
- Branded consumer paints and coatings
- Home decor products
- National paper goods supply

- Personal and household care products
- Personal protective equipment
- Residential lighting fixtures
Health & Beauty
- Comfort and therapeutic branded shoes
- Commercial and industrial cleaning products
- Companion animal (pet) care veterinary health services
- Manufacturer of liquids and semi-solid products for beauty and personal care market (topical skin care)
- Vitamins, minerals, and supplements (VMS)